BFC Planning, Inc.’s Vuzix VUZI Stock Holding History

BFC Planning, Inc.’s Portfolio VUZI Stock Details VUZI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.18K	Hold	753	–	–	﹤0.01%	2969
2026 Q1	$1.74K	Hold	753	–	–	﹤0.01%	2628
2025 Q4	$2.85K	Hold	753	–	–	﹤0.01%	2530
2025 Q3	$2.36K	Hold	753	–	–	﹤0.01%	2432
2025 Q2	$2.2K	Hold	753	–	–	﹤0.01%	2282
2025 Q1	$1.54K	Hold	753	–	–	﹤0.01%	2357
2024 Q4	$2.97K	Buy	+753	New	+$1.54K	﹤0.01%	2177

Other funds holding VUZI

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACM

AIGH Capital Management Baltimore, Maryland $992M AUM 516.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

BFC Planning, Inc.'s VUZI Position: Q2 2026 in Review

BFC Planning, Inc. held its Vuzix (VUZI) position steady in Q2 2026 at 753 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2969.

BFC Planning, Inc. first reported a position in VUZI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.97K in Q4 2024. 127 funds tracked by Wall St. Rank hold VUZI as of Q2 2026.

BFC Planning, Inc. held 753 shares of Vuzix worth $2.18K as of Q2 2026.
BFC Planning, Inc. left its Vuzix share count unchanged in Q2 2026.
Vuzix made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2969 holding.
BFC Planning, Inc. first reported a position in Vuzix in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Vuzix position peaked at $2.97K in Q4 2024.
127 funds tracked by Wall St. Rank held Vuzix as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.